The 9th Annual Cross-Border Considerations for Advisors Conference - Day 1
Duration: 3 hours
Price: R297.00
The 9th Annual Cross-Border Considerations for Advisors Conference - Day 1
Presenters : Various Speakers
Overview
Join us for the 9th Annual Cross-Border Solutions for Advisors. This year’s theme is “Navigating Legacy Across Borders: Nine Dimensions of Change, Challenges and Opportunities.”
Day 1 of the event was fully recorded and is now available on video. Day 2 was an exclusive in-person experience.
As a premier resource for advisors working with global wealth, tax, and family governance, these recordings will equip you with the insights and tools you need to help your clients navigate the ever-changing legal, cultural, economic, and emotional landscapes of cross-border advisory.
Video Content
This video the following topics:
- Regulatory Reform, Reporting, and Global Taxes
- Digital Trust & Security – AI, Blockchain, and Compliance
- Generational Transitions – Realities, Options, and Tools: Foundations, Private Trust Companies
- Sustainability & Philanthropy Across Jurisdictions
- Emotional Intelligence in Succession Planning
- Governance & Transparency in Family Structures
- Navigating Taxes – US Cross-Border Tax Tripwires: Ten Tax Tripwires and Triggers
- Innovation in Cross-Border Wealth Structures
- Collaborative Advisory Ecosystems
Competencies Developed
By engaging with this video content, participants will:
- Strengthen technical expertise in multi-jurisdictional tax, legal, and compliance matters.
- Gain strategic insight into managing complex cross-border family and business structures.
- Enhance cultural intelligence for working with diverse, global clients.
- Build resilience and adaptability in volatile, fast-changing advisory environments.
- Develop collaborative skills for multi-disciplinary, impact-focused advisory teams.